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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,937 | $171,492-98.9% | $150,734-98.7% | $198,609-99.0% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | -0.02% | 804.70%-804.7pp | 600.81%-600.8pp | 202.70%-202.7pp |
| Employer contribution / active EE | $98 | $5,470-98.2% | $4,918-98.0% | $5,055-98.1% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $3,948 | $17,628-77.6% | $14,905-73.5% | $19,030-79.3% |